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neilhschwartz
November 30, 2023
Question

Error running Aging detail Report with the Sales Rep filter

  • November 30, 2023
  • 1 reply
  • 0 views

For years I have been running a weekly Aging Detail Report using a filter for Sales Rep.  Recently It returns an error message stating that QB is working on the issue.  I have tried to add a column for Sales Rep without the filter, but the column returns empty values in that field.  Help!

1 reply

S
ShyMae
November 30, 2023

I recognize the difficulties you've faced, @neilhschwartz. I see the importance of adding a column in your Aging Detail Report.

 

Currently, there's an open investigation (INV-94800) linked to your concern. Rest assured, our engineers are working diligently to resolve it and get your business up and running again.

 

To receive follow-up updates regarding the investigation, I recommend contacting our customer care support team. This way, they can add you to the list of affected users and notify you as soon as the issue is resolved. 

 

To reach our support team:

 

  1. In your QuickBooks Online account, go to the Help menu.
  2. Hover to the Search tab, then click Contact Us.
  3. Type in a short description of your issue and concern in the box provided.
  4. Click Continue.
  5. Select the Chat or Callback option.

 

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT. 

Moreover, if you customize your reports, you have the option to memorize them. This way, you won't have to do the customization process again. If you want to learn more about what reports you can run, check out this article: Reports included in your QuickBooks Online subscription.

 

I appreciate your patience and understanding while we're working on this. Keep me posted if you still have questions regarding your reports. I'm always here to help you.

V
Valley308
January 26, 2024

I'm not receiving an error message but when I try to run an AR report by Rep it doesn't work. Has this issue been resolved? If so can you tell me how to fix it?

M
MirriamM
January 26, 2024

Hi there, Valley308.

 

I can see the urgency of resolving the issue when running the A/R Aging Detail report. As per the status of the investigation, it is still in progress. 

 

I know it's been a while, but rest assured our engineers are doing their best to get you back on track as soon as possible. If you haven't contacted our Customer Care Team, I suggest getting in touch with them. They can add you to our notification list and keep you updated on the progress of the investigation.

 

To reach them, click the ? Help button at the top-right corner and select Contact Us to talk with a live agent. Ensure to review their support hours to know when agents are available.

 

If you need help closing out your current year and preparing for the upcoming year in QuickBooks with your accountant, you may want to refer to this resource: Year-end guide for QuickBooks Online.

 

Thank you for your patience and understanding while we look into this further. If you have any further concerns, feel free to reach out. Have a great day.

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